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31 January 2025

The Week Ahead: Tariffs Trump the Data

By Macro Hive

– Recorded on 31 January 2025 –

Welcome to The Week Ahead! In this episode, Henry and Dominique discuss the latest Fed and ECB rates decisions, DeepSeek, Trump tariffs, and more!

Timestamps:

00:09-04:28 – This week Europe: ECB cut.

04:49-08:24 – Next week: ECB R* estimate and expected BoE cut.

08:34-15:10 – This week US: Fed rates hold, DeepSeek market impact, and executive orders.

15:11-21:20 – Next week: Trump tariffs, NFP, and PMI.

21:21-22:08 – This week’s notable Macro Hive articles.

Listen to the audio version.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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